Serve and Protect

11/29/2011

Kevin Bernzott, Scott Larson and Thomas Derse of Bernzott Capital Advisors explain why even the best companies fall from favor, why they emphasize the sustainable over the cyclical, why they’ll at times invest in what the market considers a value trap, and why they believe PetSmart, Interval Leisure, Equifax, Teleflex and Energizer are mispriced.


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